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Quick Quiz - What type of investor are you?
SELECT
ONE OR TWO ANSWERS
IN EACH SECTION THAT BEST SUITS YOU
Question 1 - When considering my investments:
A - It’s important that I retain the value of my initial investment
B - I need easy access to my funds
C - I’d like them to at least increase with or exceed inflation
D - Short-term volatility is okay as long as the long-term average returns are good
E - I’m willing to take on more risk in order to achieve higher returns
F - I know I’m considering investing over the long-term
Question 2 - I'd like my investments to help me:
A - Save for a holiday, car or house in the next couple of years
B - Achieve a steady, reliable income
C - Increase my investment portfolio as I’m nearing retirement
D - Pay for a medium to long-term goal in three to five years (e.g. a new house or children’s education)
E - Pay for a long-term goal in five or more years (e.g. retirement)
F - Achieve high returns on a short or medium-term investment knowing that I may experience volatility
Question 3 - It's important that my investments:
A - Provide a regular income
B - Suit an investment timeframe of 1 to 3 years
C - Provide a regular income and capital growth
D - Suit an investment timeframe of 2 to 5 years
E - Provide high growth and some income
F - Suit an investment timeframe` of more than 5 years